Method Community

The following indicates which accounting application(s) the release note(s) apply to. QBD = QuickBooks Desktop QBO = QuickBooks Online Sales Receipts New - the screen has now been updated with the Method 2.0 styling, upgraded feature set and support for shared lists. (QBD) Fixed (#3704) - resolved the error message that appeared ...

Hi MikeN, First up, welcome to Method CRM!   [quote user="MikeN"]I am new to MethodCRM so please be gentle.[/quote] always  [quote user="MikeN"]When adding a new lead how do I "stamp" that lead for an activity or follow-up.[/quote] There are a few ways you can do this but you probably want to stamp your ...

User Bob asked a question about conflict resolution... [quote]Am I able to edit a product item that I manually entered into a method estimate?  See the below conflict ...  Could not add/edit the Item 'X - $346.68'. The response from QuickBooks Online was: -12408 - You can't associate a product or service with accounts of ...

The following indicates which accounting application(s) the release note(s) apply to. QBD = QuickBooks Desktop QBO = QuickBooks Online Edit Lead Fixed (#3599) - removed actions related to passing the entity name to the contacts pop-up screen. (QBD & QBO) Fixed (#3652) - removed balance field from tab link and screen. (QBD ...

[quote user="Method_Chad"]I've put a ticket in with my team to see if we can come up with a better solution for this type of filtering on a SQL Override.  I'll keep this thread updated.[/quote] Just a quick update on this comment - I've added this as a suggestion update to the stock screen.  If or when this ...

[quote user="Jcamp0123"]Is there a way to filter both fields in a single lookup field, without customizing the screen?[/quote] At this point, no.  The problem is that SQL overrides are not filterable against multiple criteria, you can search for either JSmith or Completed but not both at the same time.  There is ...

[quote user="SMcGovern"]Any thoughts would be appreciated.[/quote] I'm not that familiar working with sub sub-sets of data inside the report designer but it looks like I am only able to add 1 level of detail to a report.  I tried to mimic what you did by creating a EstimateLineSub table linked to both Estimate and ...

The following indicates which accounting application(s) the release note(s) apply to. QBD = QuickBooks Desktop QBO = QuickBooks Online Vendor List Fixed (#3599) - removed actions related to auto-filling the entity name on screen load. (QBD & QBO) Cheers, Danny

The following indicates which accounting application(s) the release note(s) apply to. QBD = QuickBooks Desktop QBO = QuickBooks Online Contacts Fixed (#3599) - removed actions related to auto-filling the entity name on screen load. (QBD & QBO) Contacts List Fixed (#3599) - removed actions related to auto-filling the ...

[quote user="Sheila"]How do I make a change to this list to show only the Business name[/quote] Hi Sheila, We've customized the grid on the stock customer list screen with a SQL Override to make it easy to view the Contact: Name, Full Name and Company Name.  To change this you'll need to make a copy of the ...